Streamline Your Document Processes with Cloud Contact Management Software for Accounting and Tax

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practice yes is a flexible customizable system which assists firms from their basic time and billing needs to their most complex practice management tasks one of the distinctive factors of practice yes is it's designed as hub of all activities for a firm the familiar look and feel of the interface will make your staff much more efficient cutting down on the training and mistakes normally associated with the maintenance of multiple disparate systems tax and accounting firms often struggle with the lack of integration between the many different systems in their offices when an employee changes a client's address and practice yes however that new address is automatically shared into the corresponding client tax return in ultratex yes as well as shared into accounts yes additionally one other area of integration that provides significant time savings beyond invoicing is the ability to launch ultra xes directly from a staff persons task list on their staff dashboard with the single click the corresponding client return is open in ultra taxi s and a timer starts when the employee concludes work on the return closing the client automatically stops a timer and allows for an on-the-fly time entry what's more logging the status of the return automatically updates the status of the corresponding project in practice CS the ability for your staff and firm management to access data when they need it in an easily viewable manner is critical to increasing efficiency dashboards in practice yes are a perfect way to view information at the firm level for a specific client or at a staff level where your staff have the ability to run their day by accessing all their information in one place the beauty of the design the practice he has dashboards is that the information presented is summary level but the underlying detail can be accessed with a single mouse click regardless of your billing process practice es can handle your simplest a most complex billing needs if your billing process utilizes a paper reporting and review process so you can easily manage that in the product if your villers choose to do their billing in the product itself they can easily access all information necessary for billing and a client dashboard that can be easily dragged to a second monitor you can customize the format you use for an invoice and print email or post that invoice to a client portal finally if a client calls wanting information about a prior invoice that invoice can be easily accessed and reviewed on the client dashboard reporting and reviewing firm metrics as a key tasks and practice CS is there to provide that information to you in many different ways a large selection of reports is available with many grouping and sorting options that allow you to direct the output to serve your needs if your firm is very specific needs for your reporting you can use the custom report capability to customize the report using a common report writing tool and if you would like to review and use reports created by people in the practice CS community you can access the custom report library where hundreds of reports are available for you to review and download to your system in practice CS partners can take advantage of the real-time access of data utilizing the firm de sport on the firm dashboard or any dashboard for that matter use of the filtering capability allows each user of the system to organize their dashboards in a way most convenient to them and practice yes you can easily filter down to a specific office or partner and display only that data in real time finally the ability to display any report on a dashboard is a huge time-saver as it easily allows a user to see real-time information in many different ways without ever printing anything we hope you'll give us a call whether you're looking for a simple time and billing system or a complete practice management solution which encompasses CRM workflow and staff scheduling as eitherway practice yes we'll provide you with an annual return on your investment by helping a streamline and simplify many of the administrative tasks in your office and allowing you to focus on both bringing in new business in providing an enhanced level of service to existing client you